Who we are

Holborn Financial is a chartered financial planning business based in Wimbledon, South West London. We have been in business over 25 years and boast a team of highly qualified and experienced specialists.  Our People

What we do

Our goal is to save you the time and energy it takes to manage your financial affairs, so that you are free to focus more closely on matters that mean the most to you. Initially we aim to increase your level of financial organisation; thereafter providing you with an impartial second opinion on the financial decisions you have already made and those which you may be considering. 

We take a creative role in bringing to your attention tax, investment and planning opportunities as they arise. Thereafter we can establish a regular review system to ensure your stated aims and objectives are achieved.

Who are our typical clients? 

Our typical clients fall within two distinct groups:

Generators of Wealth: entrepreneurs, owners of small to medium sized businesses and self employed professionals. 

Receivers of Wealth: those in/or planning a comfortable retirement. We would be happy to discuss our successes and testimonials can be found in the client feedback section of our website.

The Holborn Six Step Process